Filed February 18, 2021
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 5-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,433 | $102,317-52.7% | $146,958-67.0% | $80,856-40.1% |
| Participation rate | 75.8% | 75.8%-0.1pp | 82.2%-6.4pp | 67.6%+8.1pp |
| Annual return | 8.30% | 134.76%-126.5pp | 418.34%-410.0pp | 35.59%-27.3pp |
| Employer contribution / active EE | $2,333 | $3,713-37.2% | $4,933-52.7% | $2,755-15.3% |
| Participant deferral / active EE | $3,564 | $6,644-46.4% | $8,070-55.8% | $4,296-17.0% |
| Admin fee / account holder | $38,912 | $7,941+390.0% | $12,998+199.4% | $6,918+462.5% |